Generative-AI adoption
Quarterly public adoption indicator.
Source ↗Industry
map.
Compute, networking, power, cooling and campus capacity — with selective China coverage where it affects global competition.
6supply-chain nodes0campus updates
01 · SUPPLY CHAIN
Six infrastructure nodes
The latest source-linked signal at each point in the AI infrastructure stack.
02 · COMPUTE
NVIDIA product radar
Current product form factors and infrastructure read-throughs.
03 · SELECTIVE COVERAGE
China watch
Only developments with a material global supply-chain or competitive read-through.
04 · MODEL DEMAND
Usage and capability signals
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Public evaluation
05 · CAMPUS & COOLING